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How does the advisor help clients – Key Takeaways:
Legacy Capital Group LLC is a highly respected financial advisory firm that specializes in helping clients achieve their financial goals. The firm is known for its extensive range of financial services, transparent fees, and experienced team of advisors. With a commitment to providing personalized and comprehensive financial planning, Legacy Capital Group LLC has established a reputation as a trusted and reliable financial partner for individuals and businesses.
Facts and Insights:
Legacy Capital Group LLC was founded in 2005 and is headquartered in New York City. Since its establishment, the firm has grown to manage assets worth over $500 million. The firm has a team of 25 experienced advisors, all of whom hold advanced certifications and designations, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | Since 2005 |
Financial Services Offered:
Legacy Capital Group LLC offers a wide range of financial services to its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
The firm’s advisors work closely with clients to create customized financial plans that align with their unique goals and risk tolerance.
Client Types:
Legacy Capital Group LLC works with a diverse range of clients, including high-net-worth individuals, families, and businesses. The firm also offers specialized services for young professionals, entrepreneurs, and retirees.
Fees & Compensation:
Legacy Capital Group LLC follows a transparent fee structure based on a percentage of assets under management. The firm’s clients can expect to pay between 0.75% to 1.5% of their total assets annually, depending on the size of their portfolio. The firm may also charge a one-time financial planning fee for new clients. Legacy Capital Group LLC does not receive commissions or referral fees for recommending specific investment products, ensuring that their advice is solely based on their clients’ best interests.
Background:
Legacy Capital Group LLC was founded by a team of industry veterans with decades of combined experience in finance and investing. The firm’s advisory team boasts an impressive track record of helping clients achieve their financial goals and building long-term wealth. The firm’s founders continue to lead the team, ensuring consistency and stability in their approach to financial management.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Legacy Capital Group LLC is regulated by the Securities and Exchange Commission (SEC) and required to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean record and no disclosures to report, demonstrating their commitment to transparency and ethical practices.
In conclusion, Legacy Capital Group LLC is a reputable financial advisory firm that offers a comprehensive range of financial services and has a team of experienced advisors. With a mission to help clients achieve their financial goals, the firm has established a solid reputation in the industry. With a transparent fee structure and no disciplinary actions, Legacy Capital Group LLC is a trusted and reliable partner for individuals and businesses seeking professional financial planning services.